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Sponsor portfolio

ATLANTA HEART ASSOCIATES

EIN 58-1990255-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$359K premiums
Participants
347
3333 JODECO ROAD, SUITE A - MCDONOUGH, GA 30253770-692-4000atlantaheartassociates.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001ProfitSharing-$18.3M - 207 part#510Mixed-$359K - 140 lives

Benefits portfolio analytics

1 plan / $359K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$246K
  • Dental$246K
  • Vision$246K
  • Other$99K
  • Life$20K
Total $359K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA24%
  • TRUSTMARK INSURANCE COMPANY4%
  • AMERICAN UNITED LIFE INSURANCE COMPANY3%
Total $359K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RSC INSURANCE BROKERAGE INC65%
  • UNITED PRODUCERS GROUP LLC25%
  • RJK & ASSOCIATES INC8%
  • JAMES SNOW1%
  • SANTE CONCEPTS INC0%
  • +3 more
Total $101K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ATLANTA HEART ASSOCIATES, P.C. AMENDED PROFIT SHARING PLAN

ProfitSharing

Assets$18.3M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ATLANTA HEART ASSOCIATES WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$359K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTA HEART ASSOCIATES, P.C. AMENDED PROFIT SHARING PLANProfitSharing$18.3M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ATLANTA HEART ASSOCIATES WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$359K1402025
Retirement plans
Welfare plans
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